-43.5%
FTRE price history and return analytics
+71.6%
-115.1%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.2% | +2.9% |
| 7D | -8.6% | -2.0% | -6.6% | -5.3% |
| 30D | -12.8% | -1.4% | -11.4% | -10.6% |
| 3M | +4.2% | +4.7% | -0.6% | -5.5% |
| 6M | +90.2% | +11.4% | +78.8% | +55.1% |
| YTD | -1.3% | +13.1% | -14.4% | -21.2% |
| 1Y | +70.0% | +19.0% | +51.0% | +25.8% |
| 3Y | -34.8% | +73.9% | -108.8% | -70.1% |
| All | -43.5% | +71.6% | -115.1% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling